Drug Manufacturers - Specialty & Generic
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2 / 10Stock Comparison
NBIX vs FOLD
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
NBIX vs FOLD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Biotechnology |
| Market Cap | $15.01B | $4.55B |
| Revenue (TTM) | $3.10B | $634M |
| Net Income (TTM) | $669M | $-27M |
| Gross Margin | 98.2% | 87.9% |
| Operating Margin | 25.4% | 5.2% |
| Forward P/E | 24.1x | 40.6x |
| Total Debt | $415M | $483M |
| Cash & Equiv. | $713M | $214M |
NBIX vs FOLD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Neurocrine Bioscien… (NBIX) | 100 | 119.9 | +19.9% |
| Amicus Therapeutics… (FOLD) | 100 | 115.9 | +15.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NBIX vs FOLD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NBIX carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 21.4%, EPS growth 41.9%, 3Y rev CAGR 24.3%
- 233.2% 10Y total return vs FOLD's 119.2%
- Lower volatility, beta 0.76, Low D/E 12.8%, current ratio 3.39x
FOLD is the clearest fit if your priority is income & stability and defensive.
- beta 0.63
- Beta 0.63, current ratio 2.84x
- Beta 0.63 vs NBIX's 0.76
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.4% revenue growth vs FOLD's 20.0% | |
| Value | Lower P/E (24.1x vs 40.6x) | |
| Quality / Margins | 21.6% margin vs FOLD's -4.3% | |
| Stability / Safety | Beta 0.63 vs NBIX's 0.76 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +137.9% vs NBIX's +23.0% | |
| Efficiency (ROA) | 15.1% ROA vs FOLD's -3.2%, ROIC 16.1% vs 5.3% |
NBIX vs FOLD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
NBIX vs FOLD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NBIX leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NBIX is the larger business by revenue, generating $3.1B annually — 4.9x FOLD's $634M. NBIX is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to FOLD's -4.3%. On growth, NBIX holds the edge at +42.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $634M |
| EBITDAEarnings before interest/tax | $811M | $40M |
| Net IncomeAfter-tax profit | $669M | -$27M |
| Free Cash FlowCash after capex | $831M | $30M |
| Gross MarginGross profit ÷ Revenue | +98.2% | +87.9% |
| Operating MarginEBIT ÷ Revenue | +25.4% | +5.2% |
| Net MarginNet income ÷ Revenue | +21.6% | -4.3% |
| FCF MarginFCF ÷ Revenue | +26.8% | +4.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +42.2% | +23.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +22.9% | -89.0% |
Valuation Metrics
NBIX leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, NBIX's 22.7x EV/EBITDA is more attractive than FOLD's 114.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $15.0B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $14.7B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | 32.03x | -164.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.07x | 40.62x |
| PEG RatioP/E ÷ EPS growth rate | 13.69x | — |
| EV / EBITDAEnterprise value multiple | 22.67x | 114.88x |
| Price / SalesMarket cap ÷ Revenue | 5.25x | 7.17x |
| Price / BookPrice ÷ Book value/share | 4.71x | 16.29x |
| Price / FCFMarket cap ÷ FCF | 20.05x | 152.43x |
Profitability & Efficiency
NBIX leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
NBIX delivers a 21.6% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $-12 for FOLD. NBIX carries lower financial leverage with a 0.13x debt-to-equity ratio, signaling a more conservative balance sheet compared to FOLD's 1.76x. On the Piotroski fundamental quality scale (0–9), NBIX scores 6/9 vs FOLD's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +21.6% | -12.0% |
| ROA (TTM)Return on assets | +15.1% | -3.2% |
| ROICReturn on invested capital | +16.1% | +5.3% |
| ROCEReturn on capital employed | +17.4% | +5.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.13x | 1.76x |
| Net DebtTotal debt minus cash | -$298M | $269M |
| Cash & Equiv.Liquid assets | $713M | $214M |
| Total DebtShort + long-term debt | $415M | $483M |
| Interest CoverageEBIT ÷ Interest expense | — | 1.00x |
Total Returns (Dividends Reinvested)
NBIX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NBIX five years ago would be worth $16,431 today (with dividends reinvested), compared to $14,862 for FOLD. Over the past 12 months, FOLD leads with a +137.9% total return vs NBIX's +23.0%. The 3-year compound annual growth rate (CAGR) favors NBIX at 15.2% vs FOLD's 6.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +6.4% | +1.5% |
| 1-Year ReturnPast 12 months | +23.0% | +137.9% |
| 3-Year ReturnCumulative with dividends | +52.8% | +19.0% |
| 5-Year ReturnCumulative with dividends | +64.3% | +48.6% |
| 10-Year ReturnCumulative with dividends | +233.2% | +119.2% |
| CAGR (3Y)Annualised 3-year return | +15.2% | +6.0% |
Risk & Volatility
FOLD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
FOLD is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than NBIX's 0.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FOLD currently trades 99.9% from its 52-week high vs NBIX's 93.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.76x | 0.63x |
| 52-Week HighHighest price in past year | $160.18 | $14.50 |
| 52-Week LowLowest price in past year | $115.66 | $5.51 |
| % of 52W HighCurrent price vs 52-week peak | +93.4% | +99.9% |
| RSI (14)Momentum oscillator 0–100 | 74.6 | 72.2 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 3.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates NBIX as "Buy" and FOLD as "Buy". Consensus price targets imply 19.1% upside for NBIX (target: $178) vs 0.1% for FOLD (target: $15).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $178.09 | $14.50 |
| # AnalystsCovering analysts | 37 | 24 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.1% | 0.0% |
NBIX leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). FOLD leads in 1 (Risk & Volatility).
NBIX vs FOLD: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is NBIX or FOLD a better buy right now?
For growth investors, Neurocrine Biosciences, Inc.
(NBIX) is the stronger pick with 21. 4% revenue growth year-over-year, versus 20. 0% for Amicus Therapeutics, Inc. (FOLD). Neurocrine Biosciences, Inc. (NBIX) offers the better valuation at 32. 0x trailing P/E (24. 1x forward), making it the more compelling value choice. Analysts rate Neurocrine Biosciences, Inc. (NBIX) a "Buy" — based on 37 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NBIX or FOLD?
On forward P/E, Neurocrine Biosciences, Inc.
is actually cheaper at 24. 1x.
03Which is the better long-term investment — NBIX or FOLD?
Over the past 5 years, Neurocrine Biosciences, Inc.
(NBIX) delivered a total return of +64. 3%, compared to +48. 6% for Amicus Therapeutics, Inc. (FOLD). Over 10 years, the gap is even starker: NBIX returned +233. 2% versus FOLD's +119. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NBIX or FOLD?
By beta (market sensitivity over 5 years), Amicus Therapeutics, Inc.
(FOLD) is the lower-risk stock at 0. 63β versus Neurocrine Biosciences, Inc. 's 0. 76β — meaning NBIX is approximately 20% more volatile than FOLD relative to the S&P 500. On balance sheet safety, Neurocrine Biosciences, Inc. (NBIX) carries a lower debt/equity ratio of 13% versus 176% for Amicus Therapeutics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NBIX or FOLD?
By revenue growth (latest reported year), Neurocrine Biosciences, Inc.
(NBIX) is pulling ahead at 21. 4% versus 20. 0% for Amicus Therapeutics, Inc. (FOLD). On earnings-per-share growth, the picture is similar: Amicus Therapeutics, Inc. grew EPS 51. 2% year-over-year, compared to 41. 9% for Neurocrine Biosciences, Inc.. Over a 3-year CAGR, FOLD leads at 24. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NBIX or FOLD?
Neurocrine Biosciences, Inc.
(NBIX) is the more profitable company, earning 16. 7% net margin versus -4. 3% for Amicus Therapeutics, Inc. — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NBIX leads at 21. 6% versus 5. 4% for FOLD. At the gross margin level — before operating expenses — NBIX leads at 98. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NBIX or FOLD more undervalued right now?
On forward earnings alone, Neurocrine Biosciences, Inc.
(NBIX) trades at 24. 1x forward P/E versus 40. 6x for Amicus Therapeutics, Inc. — 16. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NBIX: 19. 1% to $178. 09.
08Which pays a better dividend — NBIX or FOLD?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is NBIX or FOLD better for a retirement portfolio?
For long-horizon retirement investors, Amicus Therapeutics, Inc.
(FOLD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 63), +119. 2% 10Y return). Both have compounded well over 10 years (FOLD: +119. 2%, NBIX: +233. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NBIX and FOLD?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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